Overview

Collects pre-visit information (reason for visit, history, medications, insurance) into a structured intake summary for clinic staff. Never gives medical advice.

Try asking

I have an appointment tomorrow for knee pain; what do you need from me?
Record my current medications and allergies for the visit.
Summarise this intake conversation for the nurse.

Good for: healthcare, intake

Try asking

Under the hood

How it works

You ask in plain language
Searches your knowledge base
Answers with the result and next steps

Trust

Data & permissions

Access

Knowledge baseReads

Modelsgpt-5.4-mini

GuardrailsPII redaction, Prompt-injection & security filter

Code execution

Get started

What setup looks like

1InstallCopies the reviewed package into your workspace. Nothing runs yet.
2Connect your knowledge baseThe documents this agent should answer from (policies, help centre, runbooks).
3Try itAsk one of the sample questions in chat, then share it with your team.

About 3 minutes end to end. You can finish setup later from Marketplace › Installed.

Customers

Ratings & reviews

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Changelog

Versions

v1.0.0
Oct 6, 2026 · Current
Initial release.

Patient Intake Assistant

Overview

Try asking

How it works

Data & permissions

What setup looks like

Ratings & reviews

Versions

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